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Get Institutions for : 
Invesco Bulletshares 2026 Corporate Bond ETF (BSCQ)  
$19.19 0.01 (0.03%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 285    10
Total shares held : 
90,037,035  
% of shares held : 
31.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  84  
Amount of shares held : 
8,762,830  
% of shares held change : 
  3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.75  
Last Quarter's Ending Price : 
$19.30  
Last Quarter's Average Price
$18.96  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (1.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 1,430,044
 1.59%
 
Increased Positions :
149
 11,204,727
 12.44%
 
Unchanged Positions :
34
 1,513,239
 1.68%
 
Decreased Positions :
75
-3,135,423
-3.48%
 
Closed Positions :
17
-736,518
-0.82%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COLONY GROUP, LLC 146 *New 2023-12-31 535,698 $10,339,000 535,698
   Lantz Financial LLC 12 *New 2024-03-31 209,761 $4,030,000 209,761
   Paradiem LLC 63 *New 2024-03-31 129,155 $2,481,000 129,155
   Gryphon Financial Partners LLC 45 *New 2024-03-31 104,370 $2,005,000 104,370
   IFG Advisory LLC 201 *New 2023-12-31 82,444 $1,591,000 82,444
   Global Assets Advisory LLC 218 *New 2024-03-31 20,860 $1,087,000 20,860
   Heron Bay Capital Management 52 *New 2023-12-31 37,217 $718,000 37,217
   REGAL INVESTMENT ADVISORS, LLC 278 *New 2023-12-31 35,717 $689,000 35,717
   Proficio Capital Partners LLC 153 *New 2024-03-31 30,129 $579,000 30,129
   CRA Financial Services LLC 152 *New 2024-03-31 18,758 $360,000 18,758
   DOVER ADVISORS LLC 92 *New 2024-03-31 17,238 $331,000 17,238
   Revisor Wealth Management LLC 150 *New 2024-03-31 17,100 $329,000 17,100
   WILEY BROS.-AINTREE CAPITAL LLC 350 *New 2024-03-31 16,652 $320,000 16,652
   Redhawk Wealth Advisors Inc. 233 *New 2023-12-31 14,980 $289,000 14,980
   SMI Advisory Services LLC 51 *New 2024-03-31 12,121 $233,000 12,121
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 473 *New 2024-03-31 11,447 $220,000 11,447
   S.C. Financial Services Inc. 107 *New 2022-12-31 11,442 $217,000 11,442
   Strategic Financial Group LLC *New 2023-12-31 10,811 $209,000 10,811
   SHEETS SMITH & ASSOCIATES INC 335 *New 2023-09-30 6,124 $115,000 6,124
   OPTIMUM INVESTMENT ADVISORS 254 *New 2024-03-31 6,000 $115,000 6,000
   First Capital Advisors Group LLC. 230 *New 2023-06-30 4,579 $87,000 4,579
   MARQUETTE ASSET MANAGEMENT INC. 131 *New 2023-12-31 3,568 $69,000 3,568
   Hartland & Co. LLC 686 *New 2023-12-31 3,200 $62,000 3,200
   HHM Wealth Advisors LLC 278 *New 2023-12-31 2,625 $51,000 2,625
   Tyler-Stone Wealth Management 381 *New 2023-12-31 2,100 $41,000 2,100
   Parallel Advisors LLC 1936 *New 2023-12-31 1,033 $20,000 1,033
   PNC FINANCIAL SERVICES GROUP INC 3564 *New 2023-12-31 708 $14,000 708
   MATHER GROUP, INC. 1222 *New 2024-03-31 465 $9,000 465
   First PREMIER Bank 333 *New 2024-03-31 423 $8,000 423
   Penserra Capital Management LLC 1109 *New 2023-12-31 385 $7,000 385
   ADVISORY SERVICES NETWORK, LLC 3032 *New 2023-12-31 314 $6,000 314

  31 Records found
  1    
  Page 1 of 1
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